iShares Ibonds Dec 2025 TermIBMNETF
13F holders, Q3 2024 (September 30)154holders
7new positions
6sold out
1famous investor
$26.77avg. 13F price*
At the end of Q3 2024, 154 institutions reported holding iShares Ibonds Dec 2025 Term (IBMN) in their 13F filings, unchanged from Q2 2024. 7 opened new positions and 6 sold out. The largest holders were Bank of America Corp. ($47.6M), Mercer Global Advisors Inc. ($26.5M) and Envestnet Asset Management Inc. ($23.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2025 Term
- CUSIP
- 46435U432
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $4.5M |
| Exits | 6 | $2.1M |
All 13F filers, Q2 2024 → Q3 2024: 820,125 shares bought and 1,602,528 shares sold, net −782,403 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 154 holders
| Bank of America Corp. | 0.00% | Reduce -4.2% | 1,785,621 | $47.6M |
| Mercer Global Advisors Inc. | 0.06% | Add +2.9% | 994,457 | $26.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.6% | 877,495 | $23.4M |
| US Bancorp \de | 0.02% | Add +2.3% | 688,787 | $18.4M |
| Kathmere Capital Management, LLC | 1.51% | Reduce -8.1% | 604,769 | $16.1M |
| Wells Fargo & Company | 0.00% | Add +0.3% | 507,019 | $13.5M |
| Morgan Stanley | 0.00% | Reduce -11.9% | 506,051 | $13.5M |
| NewEdge Advisors, LLC | 0.08% | Add +0.5% | 489,644 | $13.1M |
| UBS Group AG | 0.00% | Reduce -4.2% | 444,535 | $11.9M |
| LPL Financial LLC | 0.00% | Reduce -11.1% | 327,531 | $8.7M |
| Leavell Investment Management, Inc. | 0.42% | Add +2.7% | 313,936 | $8.4M |
| HighTower Advisors, LLC | 0.01% | Add +5.9% | 289,803 | $7.7M |
| Hills Bank & Trust Co | 0.58% | Add +12.7% | 288,472 | $7.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +6.6% | 280,852 | $7.5M |
| Covington Investment Advisors Inc. | 1.08% | Reduce -9.5% | 269,643 | $7.2M |
| Integrated Wealth Concepts LLC | 0.09% | Add +7.6% | 264,913 | $7.1M |
| LBMC Investment Advisors, LLC | 0.55% | Add +22.9% | 259,206 | $6.9M |
| Truist Financial Corp. | 0.01% | Add +2.2% | 248,004 | $6.6M |
| Ashton Thomas Private Wealth, LLC | 0.33% | Reduce -3.6% | 234,485 | $6.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +41.8% | 214,680 | $5.7M |
| Praetorian Wealth Management, Inc. | 1.34% | Reduce -9.8% | 202,131 | $5.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -4.5% | 166,021 | $4.4M |
| Cyndeo Wealth Partners, LLC | 0.30% | Add +11.5% | 159,306 | $4.2M |
| Quantum Financial Advisors, LLC | 0.60% | Add +1.9% | 144,574 | $3.9M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 144,232 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Add +18.5% | 142,264 | $3.8M |
| Sound View Wealth Advisors Group, LLC | 0.29% | Add +3.8% | 134,554 | $3.6M |
| Raymond James & Associates | 0.00% | Reduce -24.0% | 118,214 | $3.2M |
| Paradiem, LLC | 0.72% | No change | 114,986 | $3.1M |
| Cypress Point Wealth Management, LLC | 1.18% | No change | 113,000 | $3.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Add +13.3% | 112,722 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | Add +30574.4% | 110,121 | $2.9M |
| Sanctuary Advisors, LLC | 0.02% | Add +6.9% | 106,564 | $2.8M |
| Gateway Advisory, LLC | 0.43% | Add +3.3% | 100,162 | $2.7M |
| CENTRAL TRUST Co | 0.06% | Reduce -6.4% | 99,883 | $2.7M |
| Woodmont Investment Counsel LLC | 0.20% | Add +0.3% | 99,480 | $2.7M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +11.2% | 98,798 | $2.6M |
| New England Private Wealth Advisors LLC | 0.42% | Add +0.2% | 97,284 | $2.6M |
| Sonata Capital Group Inc. | 1.02% | New | 90,910 | $2.4M |
| Captrust Financial Advisors | 0.01% | Add +7.4% | 89,615 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.0% | 88,183 | $2.4M |
| Focus Partners Wealth | 0.01% | Reduce -89.3% | 86,404 | $2.3M |
| Atwater Malick LLC | 0.74% | Add +12.3% | 86,089 | $2.3M |
| Sentinel Pension Advisors, LLC | 0.42% | Add +0.3% | 82,087 | $2.2M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -3.0% | 80,874 | $2.2M |
| Regions Financial Corp. | 0.02% | Add +0.6% | 78,589 | $2.1M |
| Howland Capital Management LLC | 0.09% | Add +6.9% | 77,450 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -11.7% | 75,863 | $2.0M |
| Newman Dignan & Sheerar, Inc. | 0.48% | Reduce -34.3% | 75,546 | $2.0M |
| PSI Advisors, LLC | 0.57% | No change | 73,161 | $2.0M |
| Leo Wealth, LLC | 0.17% | Add +0.1% | 70,672 | $1.9M |
| Lido Advisors, LLC | 0.01% | Add +39.3% | 67,913 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +162.3% | 67,822 | $1.8M |
| Scissortail Wealth Management, LLC | 0.42% | Reduce -99.9% | 46 | $1.8M |
| Mariner, LLC | 0.00% | Reduce -10.0% | 63,547 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Add +5.5% | 61,630 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -26.1% | 55,860 | $1.5M |
| Signature Wealth Management Group | 0.59% | Reduce -3.4% | 55,403 | $1.5M |
| Citadel Advisors | 0.00% | Add +49.3% | 53,586 | $1.4M |
| Foundry Financial Group, Inc. | 0.84% | Reduce -0.2% | 50,427 | $1.3M |
| Cwm, LLC | 0.01% | Reduce -0.0% | 50,298 | $1.3M |
| Atria Investments, Inc | 0.02% | Add +3.2% | 49,341 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Reduce -7.3% | 48,384 | $1.3M |
| RIA Advisory Group LLC | 0.44% | — | 47,018 | $1.3M |
| Blue Square Asset Management, LLC | 0.66% | Reduce -2.3% | 46,376 | $1.2M |
| Capital Investment Advisors, LLC | 0.02% | Add +7.8% | 43,515 | $1.2M |
| Coldstream Capital Management Inc. | 0.02% | Add +8.2% | 42,679 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -66.2% | 41,477 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +113.2% | 40,446 | $1.1M |
| Phillips Financial Management, LLC | 0.08% | Reduce -2.3% | 39,862 | $1.1M |
| Sandy Spring Bank | 0.04% | Add +4.6% | 39,324 | $1.0M |
| Strid Group, LLC | 0.14% | New | 33,753 | $900K |
| IFP Advisors, Inc | 0.03% | Reduce -3.5% | 31,957 | $852K |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -3.2% | 31,042 | $828K |
| IHT Wealth Management, LLC | 0.02% | Add +0.5% | 29,758 | $793K |
| GC Wealth Management RIA, LLC | 0.13% | Add +26.6% | 28,447 | $758K |
| Glenview Trust Co | 0.01% | No change | 28,148 | $750K |
| Lantz Financial LLC | 0.20% | Add +13.8% | 27,854 | $743K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -6.8% | 27,500 | $733K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.8% | 26,796 | $714K |
| Roof Eidam Maycock Peralta, LLC | 0.18% | Reduce -23.5% | 26,400 | $704K |
| Spinnaker Trust | 0.04% | Add +7.0% | 25,995 | $693K |
| Stonebridge Capital Advisors LLC | 0.06% | Reduce -13.4% | 25,856 | $689K |
| Peloton Wealth Strategists | 0.27% | No change | 25,000 | $667K |
| Granite Harbor Advisors, Inc. | 0.39% | No change | 24,710 | $659K |
| Cetera Investment Advisers | 0.00% | Add +3.7% | 24,666 | $658K |
| Modern Wealth Management, LLC | 0.04% | Add +20.0% | 24,621 | $656K |
| Amplius Wealth Advisors, LLC | 0.07% | Reduce -60.2% | 23,985 | $639K |
| Clearstead Advisors, LLC | 0.01% | Reduce -6.8% | 22,502 | $600K |
| Exchange Capital Management, Inc. | 0.10% | Add +7.0% | 22,405 | $597K |
| Creative Planning | 0.00% | Reduce -11.8% | 21,684 | $578K |
| TPG Advisors LLC | 0.45% | No change | 21,456 | $572K |
| 4J Wealth Management LLC | 0.43% | Add +0.2% | 20,915 | $558K |
| Kades & Cheifetz LLC | 0.31% | Add +7.1% | 20,556 | $548K |
| Stifel Financial Corp. | 0.00% | Reduce -81.3% | 19,110 | $509K |
| PFG Private Wealth Management, LLC | 0.29% | Add +6.1% | 19,078 | $509K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 18,907 | $504K |
| Deutsche Bank AG | 0.00% | No change | 18,900 | $504K |
| Horan Securities, Inc. | 0.19% | No change | 18,688 | $498K |
| Private Advisor Group, LLC | 0.00% | Reduce -13.6% | 17,616 | $470K |
"% of holder's portfolio" is IBMN's weight in each manager's 13F, not the share of iShares Ibonds Dec 2025 Term the manager owns.